Email + Trello + Salesforce integration

Use Autopilot to create journeys that use the Email, Trello and Salesforce integrations.

Marketing Automation ideas to integrate Email, Trello and Salesforce.

Email Activity to Add Trello Card to Create Salesforce Opportunity

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Email Activity to Add Trello Card to Assign Salesforce Lead

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Email Activity to Add Trello Card to Set Salesforce Campaign Member Status

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Email Activity to Add Trello Card to Add Salesforce Task

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Email Activity to Add Trello Card to Assign Salesforce Lead to Group

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Email Activity to Add Trello Card to Update Salesforce Field

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Email Activity to Create Salesforce Opportunity to Add Trello Card

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Email Activity to Assign Salesforce Lead to Add Trello Card

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Email Activity to Set Salesforce Campaign Member Status to Add Trello Card

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Email Activity to Add Salesforce Task to Add Trello Card

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Email Activity to Check Salesforce Field to Add Trello Card

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Email Activity to Check Salesforce Campaign Member Status to Add Trello Card

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Email Activity to Assign Salesforce Lead to Group to Add Trello Card

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Email Activity to Update Salesforce Field to Add Trello Card

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Salesforce Campaign Trigger to Check Email Status to Add Trello Card

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Salesforce Campaign Trigger to Send Email to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Send Email

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Salesforce Field Changed to Check Email Status to Add Trello Card

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Salesforce Field Changed to Send Email to Add Trello Card

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Salesforce Field Changed to Add Trello Card to Send Email

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Email Activity to Add Trello Card to Add Salesforce Task

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Email Activity to Set Salesforce Campaign Member Status to Add Trello Card

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Email Activity to Add Trello Card to Send Email

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Salesforce Campaign Trigger to Send Email to Add Trello Card

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Email Activity to Add Salesforce Task to Add Trello Card

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Salesforce Campaign Trigger to Check Email Status to Add Trello Card

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Salesforce Field Changed to Check Email Status to Add Trello Card

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Salesforce Campaign Trigger to Add Trello Card to Send Email

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Email Activity to Add Trello Card to Assign Salesforce Lead to Group

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Salesforce Field Changed to Add Trello Card to Send Email

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Email Activity to Check Salesforce Campaign Member Status to Add Trello Card

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Email Activity to Create Salesforce Opportunity to Add Trello Card

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Email Activity to Assign Salesforce Lead to Add Trello Card

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Email Activity to Add Trello Card to Update Salesforce Field

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Email Activity to Add Trello Card to Set Salesforce Campaign Member Status

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Salesforce Field Changed to Send Email to Add Trello Card

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Email Activity to Update Salesforce Field to Add Trello Card

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Email Activity to Add Trello Card to Assign Salesforce Lead

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Email Activity to Assign Salesforce Lead to Group to Add Trello Card

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Email Activity to Check Email Status to Add Trello Card

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Showing 40 journey ideas for Email, Trello and Salesforce

About the Email integration

Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.

About the Trello integration

Trello is the easy, free, flexible, and visual way to manage your projects and organize anything, trusted by millions of people from all over the world. With Trello for Autopilot you can manage internal workflow for sales, marketing, customer success and support. For example, every time you win a new customer add them to the New Customer board so they can be followed up by your customer success team.

About the Salesforce integration

Align sales and marketing with Autopilot's best-in-class Salesforce integration. Sync data bi-directionally, map custom fields, assign leads and trigger journeys based on lead status, campaign status and more.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in the Email integration, Trello integration and the Salesforce integration.

Journey Triggers

Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.
Salesforce Field Changed
Add a contact to a journey when a particular Salesforce field meets your criteria (e.g. contains a particular word).

Conditions

Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Check Salesforce Field
Check if a Salesforce field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Salesforce Campaign Member Status
Check if a lead or contact has a specific status on a campaign.

Journey Actions

Send Email
Send a contact a personalized marketing or transactional email.
Add Trello Card
Adds a Trello card to a board.
Create Salesforce Opportunity
Create a contextual Salesforce opportunity.
Assign Salesforce Lead
Assign a lead in Salesforce and set their lead source and lead status.
Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Add Salesforce Task
Create a contextual Salesforce task.
Assign Salesforce Lead to Group
Randomly assign a lead in Salesforce from a group that you define, and set their lead source and lead status.
Update Salesforce Field
Update a Salesforce field to a specific value.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Email, Trello and Salesforce.